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Price · 1Y
$122.92
Thesis
Palantir sells applied-AI software spanning commercial operations and the battlefield — Foundry and AIP on one side, the Army's Maven and TITAN programs on the other. It is one of the few profitable, scaled pure-plays on operationalized AI.
Catalysts
- Commercial AIP adoption and seat expansion
- Defense program awards (Maven, TITAN)
- Operating leverage on rising revenue
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- May 4Financial resultsSEC
Palantir filed 8-K (items 2.02/7.01/9.01) disclosing financial results.